Branch Sales Manager - Marysville

Richwood Bank•Marysville, OH

About The Position

The Branch Sales Manager oversees customer relationships and branch operations, including managing, leading, and evaluating staff to support high-quality customer service and employee development. The role drives growth across Richwood Bank’s banking services, develops new external relationships with a focus on the Top 100 Prospects, and strengthens existing customer relationships. The manager coordinates customer relationships with the Lending team and branch personnel to support successful outcomes for both the Bank and its customers. This position also provides sales leadership, supports business development, oversees branch staff and operational processes, and participates in community engagement. The manager is expected to be an active participant in Richwood Bank’s culture and to represent the company positively. Candidates are subject to background and credit checks; employment is contingent on results that meet company standards and applicable laws.

Requirements

High school diploma or GED required.
Five years of customer service experience required.
Supervisory experience required.
Strong customer service and relationship-building skills.
Strong interpersonal, leadership, team, and motivational skills.
Self-motivation and ability to work well with others.
Data entry or CRM management skills.
Strategic prospecting, rapport-building, objection prevention and handling, closing, and post-sale relationship-management skills.
Ability to make quick, decisive decisions, including prioritizing customer transactions while considering customer satisfaction and bank exposure to loss and fraud.
Organization, project management, and relationship-building skills within and outside the institution.
Ability to unite a team around a shared vision and represent the company well.
Mathematical skills and a high degree of accuracy.
Ability to work under pressure in a fast-paced environment.
Ability to identify opportunities to educate customers about relevant products and services.
Ability to maintain confidentiality and a positive, can-do attitude.
Knowledge of relevant federal regulations, including the Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bliley Act, and Regulation E, as well as teller responsibilities related to those regulations.
Punctuality, drive to succeed, and openness to learning new industry technology.
Candidates are subject to background and credit checks; employment is contingent on results meeting company standards and applicable laws.

Nice To Haves

College education preferred.
Three years of banking experience preferred.

Responsibilities

Oversee branch management functions and operational processes.
Understand bank products, identify customer needs, and recommend suitable products and services.
Manage customer onboarding communication and internal CRM processes.
Complete compliance documentation to protect the Bank and customers from risk.
Participate on community boards, volunteer at bank events, and attend community events for networking and participation.
Use the internal Relationship Building Sales Program (Profit Rich Sales Process).
Identify and pursue opportunities to engage customers and prospects based on their profession, industry, or community.
Make weekly retention and sales calls and record them in the CRM; update the sales funnel and CRM notes daily.
Refer loan and business-product opportunities to the appropriate departments or officers through the CRM.
Coordinate prospect sales calls with team members and work with the customer relationship manager on bids and agreements when needed.
Communicate and coordinate with the internal Regional Development Team.
Cultivate relationships with Top 100 prospects, provide product updates, and invite relevant prospects to events.
Conduct annual onsite reviews of client portfolios to identify ways to add value.
Review and recommend monthly changes to Top 100/Top 1000 lists, providing reasons for upgrades, downgrades, additions, and deletions.
Attend weekly sales meetings, present the pipeline, and discuss wins and lessons learned.
Delegate follow-up for customers who do not fit the Top 100 profile to branch staff after accounts are established.
Coordinate with Assistant Branch Managers to manage branch employees, including schedules, attendance, communications, expectations, and task delegation.
Facilitate customer transactions across financial account types; open accounts, help customers transfer relationships, and explain how to benefit from their accounts.
Maintain accurate daily cash drawer balances and oversee daily proof scanning of transactions.
Support customer account and service needs, including notary, faxing, and check orders; stay current on rates for CDs, savings IRAs, and interest-bearing checking.
Listen to customer needs and recommend appropriate solutions; follow up on customer grievances.
Provide coverage for other branches as needed.
Implement business development strategies and provide sales leadership and guidance to the team.
Conduct quarterly incentive reviews and monthly professional development conversations with staff.
Open and close the branch in accordance with bank security procedures.
Provide ongoing staff training and education.
Provide input on market donation decisions and local marketing decisions; develop and oversee bank events when needed.
Analyze location data weekly and provide input on coffee shop beneficiary relationships.
Meet regularly with valued service lines, attend weekly retail leaders calls, and attend monthly retail leaders' meetings.
Assist with miscellaneous office support, including supply inventory and cookie Friday preparations.